DADDY

🧵 Valeo X Spaces Key Takeaways After a period of silence, we’re back. Over the past weeks, we’ve been deeply focused on internal restructuring, refining our direction, and bringing in new, highly motivated team members aligned with our long-term vision: → building the leading infrastructure for AI agentic finance

Under the directives of the President of the UAE, we launch a new government model. Within two years, 50% of government sectors, services, and operations will run on Agentic AI, making the UAE the first government globally to operate at this scale through autonomous systems. AI is no longer a tool. It analyses, decides, executes, and improves in real time. It will become our executive partner to enhance services, accelerate decisions, and raise efficiency. This transformation has a clear timeline. Two years. Performance across government will be measured by speed of adoption, quality of implementation, and mastery of AI in redesigning government work. We are investing in our people. Every federal employee will be trained to master AI, building one of the world’s strongest capabilities in AI-driven government. Implementation will be overseen by Sheikh Mansour bin Zayed, with a dedicated taskforce chaired by Mohammad Al Gergawi driving execution. The world is changing. Technology is accelerating. Our principle remains constant. People come first. Our goal is a government that is faster, more responsive, and more impactful.

BREAKING: XRP is live on Solana

We´re shipping ampvaleo/x402-hyperliquid The canonical TypeScript implementation of x402 on Hyperliquid. gasless, no facilitator, no key custody, the client's EIP-712 signature is the complete authorization.

Agentic commerce isn’t priced in yet. Machine-to-machine payments will increase demand for the digital dollar beyond current estimates. The agentic economy could be larger than the human economy. We're building the infrastructure for both at Coinbase.

🚨 READ THIS CAREFULLY NOW $BTC PERFECTLY FOLLOWS A DESCENDING CHANNEL PATTERN $126K → $80K → $97K → $60K → $78K The structure is repeating perfectly, check the chart. 54% drop from ATH → complete Relief rally → now Final capitulation → next This is where the trap is. Most traders think the bottom is in during this phase. It isn’t. The part almost nobody understands: Timing. Days from cycle top → final bottom: 2012: 405 days 2016: 362 days 2020: 376 days Based on historical timing, the highest-probability window for the real bottom is: July–November 2026. That matters more than any price level people are watching. Most traders think like this: “I’ll buy at X.” But real bottoms don’t form where it feels obvious. They form where people give up. And before that happens: There has to be pain. - Forced selling (happening). - Liquidations (in progress). - Panic (almost there). - Sentiment collapse (soon). When people stop buying dips… Narratives break… Everyone turns bearish… That’s when bottoms form. We’re not there yet. Yes, I started accumulating in the $60k range already. Even though the timing window isn’t here yet. Back in October, around $120k, I said I’d be a strong buyer near $60k. People laughed. “BTC will never go below $100k again.” Now we’re here. Remember, I was the only one publicly calling the exact bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.